A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format.
A private publication for investors seeking high quality investment opportunities, presented to them in a simple, easy to understand format.
Writing about small cap value stocks until I find a job or this Substack pays the bills.
Paving the mobility asset highway for the Sovereign Individual
Proven Reserves: a newsletter of musings and deep dives into the energy and commodity production industries. Including sectors such as, uranium/nuclear power, Petroleum, Offshore/Deepwater OnG, as well as Steel/Aluminum.. with humorous detours into tech.
Financial education, macro insights & actionable investment ideas. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.